The Miami VA Healthcare System is offering FREE VIRTUAL tax preparation service to Servicemembers, Veterans and their families via Zoom, an online video conferencing tool.
NOTE: Due to COVID precautions and social distancing, the facility is only accepting documents to be drop off at Miami VAMC Voluntary Service Office, Room 1A101 (first floor), between the hours 11:00 a.m. to 2:30 p.m. Thursdays and Fridays on the following dates below. NO IN-PERSON TAX PREPARATION SERVICE AVAILABLE.
Certified volunteers WILL ASSIST in preparing the following:
• wages, salaries, etc. (Form W-2)
• interest income (Form 1099-INT)
• dividends received (Form 1099-DIV)
• state tax refunds (Form 1099-G)
• unemployment benefits (Form 1099-G)
• IRA distributions (Form 1099-R)
• pension income (Forms 1099-R, RRB-1099, CSA-1099)
• Social Security benefits (Form SSA-1099)
• simple capital gain/loss (Form 1099-8)
• sale of home (Form 1099-S) *limited
• self-employed income (Form 1099-MISC) *limited
• gambling winnings (Form W-2G)
• cancellation of debt (Form 1099-C) *limited
• Health Savings Account (Form 1099-SA) *limited
• itemized deductions *limited
• Education Credit (Form 1098-T)
• Child Tax Credit
• Earned Income Credit
• ACA statements (Forms 1095-A, B or C)
• prior year and amended returns *limited
Volunteers WILL NOT prepare:
• Schedule C with losses
• complicated Schedule D (capital gains and losses)
• Form SS-5 (request for Social Security Number)
• Form 8606 (non-deductible IRA)
• Form 8615 (minor's investment income)
• Form SS-8 (determination of worker status for purposes of federal employment taxes and income tax withholding)
• parts 4 & 5 of Form 8962 (premium tax credits)
Servicemembers, Veterans and their families seeking tax preparation assistance MUST INCLUDE the following:
• for married filing joint, both spouses must be present
• all forms W-2 and 1099
• information for other income
• information for all deductions/credits
• a copy of last year's tax return
• proof of account for direct deposit of refund
• Social Security cards or individual taxpayer identification notices/cards for you, your spouse and/or dependents
• proof of identification for yourself and/or your spouse
• total paid to daycare provider and their tax ID number
• birth dates for you, spouse and or dependents on the return
• proof of foreign status, if applying for ITIN
• forms 1095-A, B or C (ACA Statements)
• for prior year returns, copies of income transcripts from IRS (and state, if applicable).
For questions or concerns, contact Mernie Williams or Voluntary Service Office at 305-575-7000 ext. 13140.